Data Management Platform That Helps You

Win New Clients with Digital Lead Generation

Generate leads by linking a white paper, company brochure or engagement tool to your website – without the need of a web developer. With a couple clicks you can easily create a button, banner or screen bar on your website and link it to marketing content to help you engage prospects and win new clients.

Automate Data Gathering For Easy Client Onboarding

Gather, store and securely distribute client information online. Clients can enter their information on any device, anywhere at any time. The data is securely stored in the system and can be electronically transferred between your CRM and countless other software products, flowing directly into a financial plan or account opening process.

Reduce Your Administrative Work And Focus On What Really Matters

40% of the cost of creating a financial plan is attributed to data gathering. PreciseFP saves you time and money by alleviating the need to manually enter data by pre-populating documents, forms and disclosures. Automate your fact finding and onboarding process, and spare your clients the dread of paperwork.

We Keep Your Data Secure And Help You Stay Compliant

We use a multi-layered security approach to ensure compliance with regulatory and industry best practices. PreciseFP tracks all changes to client data, and provides you with comprehensive timelines for all updates performed by you, your staff, and your clients.

We Help You Comply With Regulatory Requirements

PreciseFP helps you to adhere to Know Your Customer (KYC) and Suitability obligations by collecting and disseminating essential client data. You are able to gather, store and securely distribute client information between your CRM and countless other software products, ensuring that data is updated in real-time across multiple applications. An audit trail tracks all changes to client data in accordance with compliance directives.

Know your clients and serve them in the most efficient manner possible

Testimonials

Client data gathering and form filling are the least glamorous tasks that make up your workday, but the activities are essential to create financial plans with correct information. Fortunately, there are a few solutions that can significantly streamline the arduous data-gathering process. One product is PreciseFP, co-founded by Don Whalen and Sebastian Skwarek in 2008

Bill Winterberg

FPPad

I am a big fan of PreciseFP and have been recommending that our Network members include it as part of their suite of tech solutions for a long time. PreciseFP masterfully simplifies and expedites the data gathering process, one of the most time-consuming tasks of onboarding a new client and keeping a client’s financial information up to date.

Deborah Fox

CEO & Founder Fox Financial Planning Network

As a fee only financial planner, I charge clients by the hour. If there is a tool that saves me time, it saves my clients money. As a result I am more competitive. PreciseFP is just such a tool. PreciseFP saves me at least 1 – 2 hours per case for new clients and it is a great way for clients to update their status in coming years. The ability for clients to input their data in the “Secure Cloud” is advantage for many clients as well.

Michael Chamberlain

Michael Chamberlain CFP®

PreciseFP™ offers numerous benefits other than just cost savings. First, because the software makes it so much easier to update existing questionnaires, you’ll probably use them more frequently with clients. Doing so can reveal changing client circumstances that they might not otherwise discuss with you in a timely fashion, or it might reveal additional revenue opportunities.